Bo Knudsen began his investment career at Danske Capital, where he was a portfolio manager and the head of international equity. He later moved to Carnegie Asset Management and then Nordea International Management, before returning to Carnegie in 2004. Knudsen is now a portfolio manager and managing director at the company, and manages the global equity Carnegie Worldwide fund. The fund follows trend-based stock picking, with a focus on large, high quality companies. Knudsen was born in Denmark and attended the Aarhus School of Business and San Francisco State University, where he received a M.Sc. in Economics and Business Administration.
Forward-looking investors understand that just buying the index blindly is not enough.
Instead, finding companies with compounding, sustainable growth is key, especially in today’s challenging investment environment, says Bo Knudsen, CEO of C Worldwide Asset Management in Denmark.
Knudsen, who’s also managing director of global equities, practises high-conviction investing and limits his portfolio to 30 stocks.
“You shouldn’t dilute your exposure to a certain factor by adding mediocre companies,” he said. “Why not go for the ones that can best exploit the factors you find most interesting?”
Knudsen looks for firms that can compound their growth over the long-term and that are well-positioned to weather climate change. He particularly likes companies that facilitate society’s digital transformation.